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Tata Arbitrage Fund vs Invesco India Arbitrage Fund compare
Invesco India Arbitrage Fund - Growth Option
Tata Arbitrage Fund-Regular Plan-Growth
Chart Comparison
Overview
| Scheme Name | Invesco India Arbitrage Fund - Growth Option | Tata Arbitrage Fund-Regular Plan-Growth |
|---|---|---|
| Fund | Invesco India Arbitrage Fund - Growth Option | Tata Arbitrage Fund-Regular Plan-Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Low | Low |
| Asset Size (Cr) | ₹27400 Cr | ₹20013 Cr |
| Min Investment | ₹1000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹150 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 30 Apr 2007 | 18 Dec 2018 |
| Category | Arbitrage Funds | Arbitrage Funds |
| Fund Type | Open Ended | Open Ended |
| Benchmark | Nifty 50 Arbitrage Index | Nifty 50 Arbitrage Index |
| Turn Over | 2126% | 487.73% |
| Expense Ratio | 1.06 | 1.08 |
| Manager | Deepak Gupta | Sailesh Jain |
| ISIN Code | INF205K01122 | INF277K015Q7 |
| Exits Load | Invesco India Arbitrage Fund - Growth charges 0.5% of sell value; if fund sold before 15 days. There are no other charges./365 | Tata Arbitrage Fund - Growth charges 0.25% of sell value; if fund sold before 30 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Invesco India Arbitrage Fund - Growth Option | Tata Arbitrage Fund-Regular Plan-Growth |
|---|---|---|
| 1 Month | 0.6% | 0.58% |
| 6 Month | 3.06% | 2.99% |
| 1 Year | 6.46% | 6.42% |
| 3 Year | 7.13% | 6.99% |
| 5 Year | 6.06% | 5.8% |
SIP Return Analysis
| Scheme Name | Invesco India Arbitrage Fund - Growth Option | Tata Arbitrage Fund-Regular Plan-Growth |
|---|---|---|
| 6 Month | 1.57% | 1.54% |
| 1 Year | 6.22% | 6.14% |
| 3 Year | 6.83% | 6.74% |
| 5 Year | 6.67% | 6.44% |
Rolling Lumpsum Returns
| Scheme Name | Invesco India Arbitrage Fund - Growth Option | Tata Arbitrage Fund-Regular Plan-Growth |
|---|---|---|
| 1 Year | 6.49% | 6.07% |
| 3 Year | 6.14% | 5.04% |
| 5 Year | 6.64% | 5.42% |
Risk Management
| Scheme Name | Invesco India Arbitrage Fund - Growth Option | Tata Arbitrage Fund-Regular Plan-Growth |
|---|---|---|
| Standard Deviation | 0.66% | 0.67% |
| Sharp | 2.49% | 2.24% |
| Beta | 0.49% | 0.48% |
| Alpha | 0.37% | 0.27% |
Fund Managers
| Scheme Name | Invesco India Arbitrage Fund - Growth Option | Tata Arbitrage Fund-Regular Plan-Growth |
|---|---|---|
| Name | Deepak Gupta | Sailesh Jain |
| Total AUM | ₹12015 Cr | ₹17041 Cr |
| Funds Managed | 2 | 7 |
| Invesco India Arbitrage Fund - Growth Option | Tata Arbitrage Fund-Regular Plan-Growth |
Market Cap
| Scheme Name |
Invesco India Arbitrage Fund - Growth Option |
Tata Arbitrage Fund-Regular Plan-Growth |
|---|---|---|
| Others | 20.75 | 25.02 |
| Large Cap | 45.74 | 47.06 |
| Mid Cap | 28.84 | 23.14 |
| Small Cap | 4.67 | 4.78 |
Sector Allocation
| Scheme Name |
Invesco India Arbitrage Fund - Growth Option |
Tata Arbitrage Fund-Regular Plan-Growth |
|---|---|---|
| Others | 18.27 | 20.55 |
| Communication Services | 4.21 | 3.3 |
| Energy | 3.75 | 3.43 |
| Industrials | 8.87 | 7.77 |
| Technology | 5.17 | 1.8 |
| Basic Materials | 9.28 | 10.13 |
| Healthcare | 5.78 | 4.16 |
| Consumer Defensive | 5.27 | 6.75 |
| Financial Services | 24.16 | 29.34 |
| Consumer Cyclical | 11.52 | 7.12 |
| Utilities | 2.05 | 2.9 |
| Real Estate | 1.67 | 2.76 |
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